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Editing a General Ledger Account

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To edit an account, you change some of the account details. Accounts can be changed to debit or credit accounts, active or inactive etc.

  1. Open the Chart of Accounts.

    For more information on accessing the Chart of Accounts, click here.

    For a detailed description of this window, click here.

  2. Find the account to be edited.

    For information on finding a G/L account, click here.

  3. Double click the account to open the Account Detail window.

    For a detailed description of this window, click here.

  4. Once the changes have been completed, click the Save button.